IonQ, Inc. $IONQ is Acme LLC's 2nd Largest Position

Key Points

• Acme LLC cut its IonQ stake by 49.1% in Q3 to 103,752 shares, yet IonQ still makes up about 36.3% of Acme's portfolio and was its second‑largest holding, valued at $6.381 million.
• Insider activity showed Robert T. Cardillo sold 5,165 shares for roughly $203,708 while Director William J. Teuber Jr. purchased 3,000 shares for about $115,140; company insiders now own 5.20% of IonQ and insiders sold 10,781 shares (~$497,804) over the last three months.
• Company and market catalysts include a partnership with the University of Cambridge to build a 256‑qubit quantum computer and analyst commentary that 2026 could be a scaling year for quantum revenues, though the stock has been volatile and underperformed year‑to‑date.

Acme LLC decreased its holdings in IonQ, Inc. (NYSE:IONQ - Free Report) by 49.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,752 shares of the company's stock after selling 100,000 shares during the period. IonQ comprises about 36.3% of Acme LLC's investment portfolio, making the stock its 2nd biggest holding. Acme LLC's holdings in IonQ were worth $6,381,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Stone House Investment Management LLC grew its stake in shares of IonQ by 700.0% in the third quarter. Stone House Investment Management LLC now owns 400 shares of the company's stock worth $25,000 after acquiring an additional 350 shares during the period. Ameriflex Group Inc. lifted its position in IonQ by 485.7% during the third quarter. Ameriflex Group Inc. now owns 410 shares of the company's stock valued at $25,000 after purchasing an additional 340 shares during the period. Hilltop National Bank lifted its position in IonQ by 112.5% during the third quarter. Hilltop National Bank now owns 425 shares of the company's stock valued at $26,000 after purchasing an additional 225 shares during the period. Financial Consulate Inc. purchased a new stake in IonQ in the third quarter worth approximately $29,000. Finally, UMB Bank n.a. purchased a new stake in IonQ in the third quarter worth approximately $31,000. 41.42% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Robert T. Cardillo sold 5,165 shares of the company's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $39.44, for a total transaction of $203,707.60. Following the completion of the sale, the insider directly owned 112,291 shares in the company, valued at $4,428,757.04. This represents a 4.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director William J. Teuber, Jr. acquired 3,000 shares of the company's stock in a transaction that occurred on Friday, February 27th. The shares were bought at an average cost of $38.38 per share, for a total transaction of $115,140.00. Following the transaction, the director owned 9,413 shares of the company's stock, valued at $361,270.94. This represents a 46.78% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have sold 10,781 shares of company stock worth $497,804. 5.20% of the stock is currently owned by company insiders.

More IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ announced a partnership with the University of Cambridge to build a 256‑qubit quantum computer, a concrete technical milestone that supports commercialization prospects and product differentiation. IonQ partners with the University of Cambridge for 256-qubit quantum computer
• Positive Sentiment: Analysts are highlighting 2026 as a scaling year for quantum computing — Zacks says IonQ is positioned to expand revenues and push new qubit systems, which supports a longer‑term growth narrative for the stock. Quantum Computing Set to Scale in 2026: IONQ, QBTS, RGTI's Outlook
• Positive Sentiment: A MarketWatch/Fool-style roundup names IonQ among top quantum contenders, noting IonQ's technique gives it an edge on accuracy versus peers — positive for investor perception of competitive moat. 2 Millionaire-Maker Quantum Computing Stocks
• Neutral Sentiment: Zacks flagged IonQ as a trending/search interest stock, which can increase retail attention and intraday volume but doesn’t guarantee direction. Is Trending Stock IonQ, Inc. (IONQ) a Buy Now?
• Neutral Sentiment: Financial roundups (e.g., Yahoo Finance) listed IonQ among stocks making notable moves, indicating increased media visibility and trading activity rather than directional news. Stocks making big moves yesterday: Saia, Oracle, Atlas Energy Solutions, IonQ, and Conagra
• Negative Sentiment: Multiple Zacks pieces note recent share weakness: IonQ has underperformed in the recent tech sell‑off, is down materially year‑to‑date, and experienced notable intraday dips — near‑term pressure from macro/tech sentiment and high beta remains a risk. IonQ, Inc. (IONQ) Sees a More Significant Dip Than Broader Market: Some Facts to Know IonQ Stock Falls in 2026 Tech Sell-Off: Should You Buy the Dip or Hold?

IonQ Price Performance

Shares of IonQ stock opened at $33.04 on Friday. The stock has a market cap of $12.11 billion, a price-to-earnings ratio of -13.27 and a beta of 2.61. The firm's 50-day moving average is $40.13 and its two-hundred day moving average is $50.01. IonQ, Inc. has a 1 year low of $18.81 and a 1 year high of $84.64.

Analyst Upgrades and Downgrades

IONQ has been the subject of a number of recent research reports. Needham & Company LLC cut their price target on IonQ from $80.00 to $65.00 and set a "buy" rating for the company in a research note on Thursday, February 26th. Mizuho initiated coverage on shares of IonQ in a report on Thursday, December 11th. They set an "outperform" rating and a $90.00 target price for the company. Jefferies Financial Group began coverage on shares of IonQ in a research report on Tuesday, December 16th. They issued a "buy" rating and a $100.00 price target on the stock. Weiss Ratings reiterated a "sell (d-)" rating on shares of IonQ in a research report on Thursday, January 22nd. Finally, DA Davidson lowered their price objective on IonQ from $55.00 to $35.00 and set a "neutral" rating on the stock in a research report on Thursday, February 26th. Nine equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $69.45.

IonQ Company Profile

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft's Azure Quantum, and Google's Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.

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